SEQUX vs. VOO
Compare and contrast key facts about Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or VOO.
Correlation
The correlation between SEQUX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SEQUX vs. VOO - Performance Comparison
Key characteristics
SEQUX:
0.89
VOO:
0.52
SEQUX:
1.28
VOO:
0.89
SEQUX:
1.19
VOO:
1.13
SEQUX:
0.44
VOO:
0.57
SEQUX:
4.09
VOO:
2.18
SEQUX:
3.67%
VOO:
4.85%
SEQUX:
16.16%
VOO:
19.11%
SEQUX:
-61.08%
VOO:
-33.99%
SEQUX:
-24.57%
VOO:
-7.67%
Returns By Period
In the year-to-date period, SEQUX achieves a 9.20% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, SEQUX has underperformed VOO with an annualized return of -2.31%, while VOO has yielded a comparatively higher 12.42% annualized return.
SEQUX
9.20%
8.98%
1.30%
14.23%
6.90%
-2.31%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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SEQUX vs. VOO - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SEQUX vs. VOO — Risk-Adjusted Performance Rank
SEQUX
VOO
SEQUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SEQUX vs. VOO - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 0.33%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.33% | 0.36% | 0.00% | 0.02% | 2.66% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SEQUX vs. VOO - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -61.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SEQUX and VOO. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. VOO - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 4.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.